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WisdomTree US SmallCap Dividend Fund

294 hedge funds and large institutions have $841M invested in WisdomTree US SmallCap Dividend Fund in 2023 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 105 increasing their positions, 101 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
294
Holders Change
Holders Change %
0%
% of All Funds
4.71%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
30
Increased
105
Reduced
101
Closed
22
Calls
$271K
Puts
Net Calls
+$271K
Net Calls Change
+$498K
Name Holding Trade Value Shares
Change
Shares
Change %
FHA
251
First Horizon Advisors
Tennessee
$47.7K +$19.4K +678 +68%
PO
252
Private Ocean
California
$46.4K
CMBA
253
C.M. Bidwell & Associates
Hawaii
$42K
BWA
254
BDO Wealth Advisors
Florida
$39.8K
CIAS
255
Capital Investment Advisory Services
North Carolina
$39.7K -$7.57K -265 -16%
IBOK
256
Independence Bank of Kentucky
Kentucky
$39.1K -$102K -3,565 -72%
CA
257
Crewe Advisors
Utah
$38.5K
GT
258
Glenmede Trust
Pennsylvania
$38K -$18.7K -656 -33%
PP
259
PrairieView Partners
Minnesota
$37K
SWM
260
Spire Wealth Management
Virginia
$36.8K +$36.8K +1,287 New
S
261
SignatureFD
Georgia
$33.2K
HBW
262
Hazlett, Burt & Watson
West Virginia
$32K -$8.86K -313 -22%
AF
263
Advisornet Financial
Minnesota
$28.7K +$86 +3 +0.3%
MTIC
264
Missouri Trust & Investment Company
Missouri
$27.8K -$25.7K -900 -48%
VWM
265
Venturi Wealth Management
Texas
$26.6K +$26.6K +932 New
TFGT
266
TS Financial Group (TSFG)
Illinois
$26K +$86 +3 +0.3%
CFB
267
Cullen/Frost Bankers
Texas
$25.9K
PB
268
Pinnacle Bancorp
Nebraska
$21K
APC
269
Aspire Private Capital
North Carolina
$18.7K
AIP
270
Ahrens Investment Partners
Louisiana
$17.1K +$17.1K +600 New
HCM
271
Hollencrest Capital Management
California
$14.4K
SC
272
SouthState Corp
Florida
$13.7K
Commonwealth Equity Services
273
Commonwealth Equity Services
Massachusetts
$12.8K -$1.83K -63,947 -13%
RFA
274
Register Financial Advisors
Georgia
$7.82K
PSB
275
Piscataqua Savings Bank
New Hampshire
$7.37K